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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
You can connect NetSuite data to Excel without writing a single line of code or developing custom APIs. Modern data integration tools eliminate the technical barriers that traditionally required IT involvement and custom development work.
Here’s how to set up a direct connection that gives you access to all your NetSuite records through a simple, no-code solution.
Skip the custom development with Coefficient
Coefficient provides a direct NetSuite Excel connector that eliminates API development requirements entirely. Unlike traditional integration approaches that require custom RESTlet development or complex API coding, this solution uses pre-built OAuth 2.0 authentication that your NetSuite Admin can configure in minutes.
How to make it work
Step 1. Set up the initial NetSuite configuration.
Your NetSuite Admin needs to deploy Coefficient’s RESTlet script and configure external URL settings. This is a one-time setup that takes about 10 minutes and doesn’t require any custom coding or API knowledge.
Step 2. Choose your data import method.
Once configured, you can access NetSuite data through five different methods: Records & Lists for any NetSuite record type, Datasets for pre-built configurations, Saved Searches for existing NetSuite searches, Reports for standard financial reports, and SuiteQL Query for advanced users who want custom data queries.
Step 3. Select and filter your data.
Choose specific fields from your NetSuite records, apply filters with AND/OR logic, and preview your data before importing. You can access all NetSuite records including Account, Customer, Vendor, Employee, Item, Transaction records, and Custom Records without any coding requirements.
Step 4. Import and refresh your data.
Import your selected data directly into Excel and set up automated refresh schedules (hourly, daily, or weekly) to keep your spreadsheets current. You can also refresh data manually using on-sheet buttons whenever you need the latest information.
Start connecting your data today
Connecting NetSuite to Excel doesn’t have to involve custom API development or IT bottlenecks. With the right tools, you can access all your NetSuite data in Excel while maintaining the flexibility and analysis capabilities you need. Try Coefficient to start importing your NetSuite data without any coding requirements.
